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2,824 hedge funds and large institutions have $133B invested in Amgen in 2024 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,098 increasing their positions, 1,135 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 98

1% more funds holding

Funds holding: 2,7852,824 (+39)

3% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $2.54B

3% more capital invested

Capital invested by funds: $129B → $133B (+$3.8B)

0.2% more ownership

Funds ownership: 76.9%77.1% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,135

21% less funds holding in top 10

Funds holding in top 10: 8769 (-18)

Holders
2,824
Holders Change
+39
Holders Change %
+1.4%
% of All Funds
40.55%
Holding in Top 10
69
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-20.69%
% of All Funds
0.99%
New
172
Increased
1,098
Reduced
1,135
Closed
98
Calls
$2.62B
Puts
$2.54B
Net Calls
+$80.1M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
2201
ADE LLC
Maryland
$387K
CL
2202
CSS LLC
Illinois
$387K +$32.7K +100 +9%
AA
2203
Addison Advisors
Vermont
$386K +$1.31K +4 +0.3%
KFC
2204
Klingenstein Fields & Co
New York
$386K
KA
2205
Klingman & Associates
New York
$386K +$654 +2 +0.2%
OPA
2206
Old Port Advisors
Maine
$385K -$32.4K -99 -8%
LA
2207
LexAurum Advisors
Kansas
$385K -$6.21K -19 -2%
LWA
2208
Lineweaver Wealth Advisors
Ohio
$383K +$5.56K +17 +1%
DIP
2209
DT Investment Partners
Pennsylvania
$383K +$25.8K +79 +7%
MCM
2210
Marathon Capital Management
Maryland
$383K
HTHT
2211
Hemenway Trust Hemenway Trust
New Hampshire
$382K -$3.27K -10 -0.8%
CVA
2212
Central Valley Advisors
California
$380K
PSCM
2213
Per Stirling Capital Management
Texas
$380K +$10.8K +33 +3%
HC
2214
Hendley & Co
Ohio
$380K
PL
2215
Parthenon LLC
Kentucky
$379K
WBG
2216
Wharton Business Group
Pennsylvania
$379K
SLWA
2217
San Luis Wealth Advisors
California
$377K -$6.21K -19 -2%
SCA
2218
Southern Capital Advisors
Tennessee
$376K -$80.5K -246 -17%
BFWA
2219
Benchmark Financial Wealth Advisors
Florida
$374K -$11.4K -35 -3%
CFO
2220
Capitol Family Office
Oregon
$374K
FCT
2221
First Community Trust
Iowa
$373K
FFG
2222
Fiduciary Financial Group
California
$372K -$327 -1 -0.1%
GWA
2223
Gratus Wealth Advisors
Virginia
$372K +$103K +315 +37%
AWM
2224
Aprio Wealth Management
Georgia
$372K +$2.94K +9 +0.8%
DA
2225
Detalus Advisors
Missouri
$370K

AMGN Hedge Fund Activity: Q3 2024 in Review

2,824 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q3 2024, worth a combined $133B — up 2.9% from $129B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new AMGN positions and 98 closed out — a net gain of 74 holders — while 1,098 added to existing stakes and 1,135 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $813M. The largest seller was Bank of America, cutting an estimated $270M.

  • 2,824 institutional investors held Amgen (AMGN) as of Q3 2024, up from 2,785 in Q2 2024.
  • Funds reported $133B of Amgen stock for Q3 2024, up 2.9% quarter-over-quarter.
  • 172 funds opened new Amgen positions in Q3 2024 and 98 closed out, a net change of +74 holders.
  • The largest Amgen buyer in Q3 2024 was International Assets Investment Management, an estimated $813M added.
  • The largest Amgen seller in Q3 2024 was Bank of America, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2024.